SEC Credentials
Credentials Needed for Filing
You need different credentials when you file using EDGAR Next, or using the Classical EDGAR system if you have not enrolled in EDGAR Next.
When Using EDGAR Next
Self-Filers |
Using Certent as a Filing Agent |
|---|---|
Filer API token |
Filer API token |
User API token |
User API token |
CIK |
CIK |
CCC |
CCC |
When Using Classical EDGAR
Self-Filers |
Using Certent as a Filing Agent |
|---|---|
CIK |
CIK |
CCC |
CCC |
Password (unexpired) |
|
How to Create Your Filer API Token and User API Token
You must have your filer API token and user API token when you want to file using EDGAR Next in Certent 365. See Generate API Tokens.
Credentials Required by Task
For EDGAR Next
Action |
Filer API Token |
User API Token |
CIK |
CCC |
Where? |
|---|---|---|---|---|---|
Test file (self-filer) |
X |
X |
X |
X |
CDM SEC Filing Wizard |
Live file (self-filer) |
X |
X |
X |
X |
CDM SEC Filing Wizard |
Test file (Certent as filing agent) |
X |
X |
X |
X |
CDM SEC Filing Wizard, performed by Certent |
Live file (Certent as filing agent) |
X |
X |
X |
X |
CDM SEC Filing Wizard, performed by Certent |
Login to EDGAR |
X |
X |
X |
||
Check password expiration date |
X |
X |
X |
||
Change password (only if not yet expired) |
X |
X |
X |
X |
See Update EDGAR Password. |
Change company contact information |
X |
X |
X |
X |
See Update Contact Information in EDGAR. |
Change CCC |
X |
X |
X |
X |
See Update Your CIK Confirmation Code (CCC). |
Reset password (more than 10 days expired, or forgotten) |
X |
X |
X |
www.filermanagement.edgarfiling.sec.gov See Generate New EDGAR Access Codes. |
|
Reset Passphrase |
X |
X |
X |
www.filermanagement.edgarfiling.sec.gov See Update Your Passphrase. |
For Classical EDGAR
Action |
CIK |
CCC |
Password |
PMAC |
Passphrase |
Where? |
|---|---|---|---|---|---|---|
Test file (self-filer) |
X |
X |
X |
|
|
CDM SEC Filing Wizard |
Live file (self-filer) |
X |
X |
X |
CDM SEC Filing Wizard |
||
Test file (Certent as filing agent) |
X |
X |
CDM SEC Filing Wizard, performed by Certent |
|||
Live file (Certent as filing agent) |
X |
X |
CDM SEC Filing Wizard, performed by Certent |
|||
Login to EDGAR |
X |
X |
||||
Check password expiration date |
X |
X |
||||
Change password (only if not yet expired) |
X |
X |
X |
X |
See Update EDGAR Password. |
|
Change company contact information |
X |
X |
X |
See Update Contact Information in EDGAR. |
||
Change CCC |
X |
X |
X |
See Update Your CIK Confirmation Code (CCC). |
||
Reset password (more than 10 days expired, or forgotten) |
X |
X |
www.filermanagement.edgarfiling.sec.gov See Generate New EDGAR Access Codes. |
|||
Reset Passphrase |
X |
www.filermanagement.edgarfiling.sec.gov See Update Your Passphrase. |
For additional information, see Quick Reference Guide EDGAR Access Codes.